Halter Ferguson Financial Inc. Portfolio Holdings

Halter Ferguson Financial Inc.

  • $288 Billion
  • Q2 2025

Halter Ferguson Financial Inc. has filed its 13F form on July 11, 2025 for Q2 2025 where it was disclosed a total value porftolio of $288 Billion distributed in 30 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Tesla, Inc. with a value of $136B, Invesco Qqq Trust, Series 1 with a value of $58.5B, Spdr S&P 500 ETF Trust with a value of $13.7B, Lemonade, Inc. with a value of $12.5B, and Bloom Energy Corp with a value of $9.87B.

Examining the 13F form we can see an increase of $92.3B in the current position value, from $195B to 288B.

Halter Ferguson Financial Inc. is based out at Carmel, IN

Below you can find more details about Halter Ferguson Financial Inc. portfolio as well as his latest detailed transactions.

Portfolio value $288 Billion
Consumer Cyclical: $151 Billion
ETFs: $79.2 Billion
Technology: $19.1 Billion
Financial Services: $16.4 Billion
Industrials: $10.9 Billion
Healthcare: $9.08 Billion
Communication Services: $1.55 Billion

Stock Holdings Table Market Cap. of $2 Billions to $10 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$2.88B
$12.5 Billion 4.36% of portfolio
286,103
Q2 2025 Reduced 39.99%
$5.14B
$9.87 Billion 3.43% of portfolio
412,594
Q2 2025 New
$2.85B
$4.55 Billion 1.58% of portfolio
212,066
Q2 2025 New
$6.42B
$3.27 Billion 1.14% of portfolio
102,161
Q4 2023 New

Summary

  • Portfolio
  • No. of Stocks 30
  • Current Value $288 Billion
  • Prior Value $195 Billion
  • Filing
  • Period Q2 2025
  • Filing Date July 11, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 4 stocks
  • Additional Purchases 18 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 4 stocks
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